While the middle office plays a crucial role in the investment process, it faces a delicate balance. During the order-creation stage, compliance controls must be detailed enough to prevent errors yet flexible enough for proper authorities to override them under specific circumstances. Further upstream, analysts and portfolio managers need confidence in assessing portfolio risks comprehensively, requiring real-time visibility into positions and valuations based on current market data.
Sharkfin synchronizes the entire firm through a single, "golden" dataset, creating an ideal environment for developing a best-of-breed risk management discipline and governance framework.
Sharkfin integrates risk and compliance management, offering real-time oversight and ensuring robust regulatory adherence
Sharkfin's flexible APIs allow for seamless integration with your existing systems, enhancing adaptability and functionality.
Sharkfin offers web and mobile access, ensuring you can manage and monitor your data anytime, anywhere.
Sharkfin provides deep multi-asset support, allowing comprehensive management across diverse asset classes.
Sharkfin streamlines operations with process automation, reducing manual tasks and boosting efficiency.
See what our esteemed clients have to say about Sharkfin
Working with Sharkfin Technologies, powered by FactSet data, is enabling Ancora Alternatives to reimagine our workflow and enhance operational efficiencies throughout the firm. The combined Sharkfin & FactSet offering is helping Ancora lower our total cost of ownership while maximizing the scalability of the firm.
Lauren Turkisher
COO, Ancora
Sharfkfin Technologies has revolutionized our investment operations. With its seamless integration across front, middle, and back office functions, we've experienced unprecedented efficiency and flexibility. The real-time data analytics and customizable modules have allowed us to tailor our approach precisely to our needs. Sharfkfin isn't just a tool—it's a game-changer for our financial strategy
Constantine Pazzas
jr CFO, EF8 Partners
Working with Sharkfin Technologies, powered by FactSet data, is enabling Ancora Alternatives to reimagine our workflow and enhance operational efficiencies throughout the firm. The combined Sharkfin & FactSet offering is helping Ancora lower our total cost of ownership while maximizing the scalability of the firm.
Lauren Turkisher
COO, Ancora
Sharfkfin Technologies has revolutionized our investment operations. With its seamless integration across front, middle, and back office functions, we've experienced unprecedented efficiency and flexibility. The real-time data analytics and customizable modules have allowed us to tailor our approach precisely to our needs. Sharfkfin isn't just a tool—it's a game-changer for our financial strategy
Constantine Pazzas
jr CFO, EF8 Partners
Oct 29th, 2023
Sep 26th, 2023
Sep 20th, 2023
Aug 20th, 2023